See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $396,032 | $86,929+355.6% | $102,423+286.7% | $80,856+389.8% |
| Participation rate | 64.8% | 72.4%-7.6pp | 76.5%-11.7pp | 67.6%-2.9pp |
| Annual return | 21.89% | 18.88%+3.0pp | 29.32%-7.4pp | 35.59%-13.7pp |
| Employer contribution / active EE | $1,144 | $2,369-51.7% | $3,023-62.2% | $2,755-58.5% |
| Participant deferral / active EE | $4,120 | $4,1180% | $5,053-18.5% | $4,296-4.1% |
| Admin fee / account holder | $28,176 | $8,049+250.1% | $9,451+198.1% | $6,918+307.3% |